Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
656
shares
|
$263,830
0.09% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
655
shares
|
$263,427
0.09% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
655
shares
|
$263,427
0.1% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
655
shares
|
$263,427
0.01% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
655
shares
|
$263,427
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
653
shares
|
$262,623
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Nia Impact Advisors, LLC
|
May 15, 2025 Q1 2025 |
651
shares
|
$261,819
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
651
shares
|
$261,819
0.08% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
650
shares
|
$261,417
0.04% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
650
shares
|
$261,417
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
650
shares
|
$261,417
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
647
shares
|
$260,210
0.41% of portfolio
|
Q2 2024
Reduced 53.79%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
647
shares
|
$260,210
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
647
shares
|
$260,210
0.23% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
646
shares
|
$259,808
0.15% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
646
shares
|
$259,808
0.04% of portfolio
|
Q1 2025
Reduced 29.4%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
646
shares
|
$259,808
0.16% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
646
shares
|
$259,808
0.04% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
646
shares
|
$259,808
0.11% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
645
shares
|
$259,406
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
644
shares
|
$259,003
0.03% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
640
shares
|
$257,395
0.11% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
639
shares
|
$256,993
0.13% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
638
shares
|
$256,590
0.03% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
637
shares
|
$256,188
0.05% of portfolio
|
Q1 2025
Added 1.11%
|